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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.72% | | 5-Year Average Return: | 1.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.69% | |
Worst 1-Yr Total Return (2008): | -32.48% | |
Best 3-Yr Total Return (2004-6): | 10.73% | |
Worst 3-Yr Total Return (2006-8): | -6.72% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WPSCX | Category | Diff | Index* | Diff | | Year To Date | 20.72 | 30.74 | -10.02 | 24.07 | -3.35 | | 1-Month | 0.57 | 4.28 | -3.71 | 6.00 | -5.43 | | 3-Month | 2.11 | 5.45 | -3.34 | 7.91 | -5.8 | | 1-Year | 24.68 | 36.41 | -11.73 | 25.39 | -0.71 | | 3-Year | -4.00 | -6.04 | 2.04 | -5.79 | 1.79 | | 5-Year | 1.77 | 0.99 | 0.78 | 0.71 | 1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.67 | 54.55 | -13.88 | 45.76 | -5.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.57 | -16.09 | -1.48 | -18.25 | 0.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.48 | -39.18 | 6.70 | | 2007 | | | 6.68 | 4.85 | 1.83 | | 2006 | | | 12.69 | 14.03 | -1.34 | | 2005 | | | 8.88 | 9.25 | -0.37 | | 2004 | | | 10.67 | 16.30 | -5.63 | | 2003 | | | 32.55 | 36.28 | -3.73 | | 2002 | | | -15.05 | -16.55 | 1.50 | | 2001 | | | 8.36 | -3.12 | 11.48 | | 2000 | | | 13.69 | 6.36 | 7.33 | | 1999 | | | 42.86 | 20.92 | 21.94 |
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| PAST QUARTERLY RETURNS (%) FOR
WPSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.80 | 12.42 | 18.81 | N/A | | 2008 | -10.67 | 10.35 | -11.89 | -22.25 | | 2007 | 6.93 | 6.37 | 0.35 | -6.54 | | 2006 | 6.04 | -3.65 | 2.87 | 7.22 | | 2005 | 1.13 | 5.12 | 0.58 | 1.83 | | 2004 | 3.56 | -0.92 | -2.05 | 10.11 | | 2003 | -5.42 | 17.85 | 5.79 | 12.42 | | 2002 | 3.02 | -7.75 | -15.19 | 5.40 | | 2001 | -3.99 | 12.08 | -15.91 | 19.76 | | 2000 | 8.97 | -1.72 | 1.81 | 4.28 | | 1999 | N/A | N/A | N/A | 17.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 369 | 450 | 82.00 | | 1-Month | 43 | 479 | 8.98 | | 3-Month | 166 | 476 | 34.87 | | 6-Month | 453 | 472 | 95.97 | | 1-Year | 234 | 450 | 52.00 | | 3-Year | 58 | 367 | 15.80 | | 5-Year | 86 | 293 | 29.35 |
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0.31% Nasdaq 
0.05%
Performance
